How to configure and use the Signaturit plugin for Salesforce

Important: Remember that only Business + 2020 and Enterprise licenses can use this plugin. Download, payment and installation must be done directly in Salesforce.
 

PLUGIN CONFIGURATION

Once the plugin is installed, to open "Signaturit" in Salesforce, click on the top left button: "App Launcher" and search for "Signaturit".
 
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Once opened, you must access the "Signaturit Configuration" tab and you must connect the Signaturit token (access "Integrations" in your Signaturit menu and click on the integration with Salesforce to connect both accounts).
 
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Here you will need to copy the token, paste it into Salesforce and click "Check".
 
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In this screen you can also manage user permissions:
 

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You will be able to select a general configuration for all request (later this can be modified for each individual request):

  • Indicate the type of signature (sequential or parallel).
  • Indicate reminders (Never, Daily, Weekly, or Custom by selecting the days of the week)
  • Indicate the expiration of the signature processes (No expiration or With expiration indicating after how many days it expires).
  • Store audit trail documents in Salesforce
  • Store signed documents in Salesforce
 

SENDING ADVANCE SIGNATURES

There are 2 ways to send requests from Salesforce.


Sending from Signaturit Assistant:


Access "Signaturit's Assistant" in the top menu of Salesforce.

 

Record selection:

In the first stage we will select the record that starts the signing process.

 

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This selection will have consequences because:
  • Only Salesforce documents related to this record will be available for selection.
  • The original documents uploaded from local will be linked to this record.
  • The signature process will be linked to this record.
  • If audit trail or signed documents are stored, they will be linked to this record.

The objects available for record selection are as follows:

  • Account
  • Person account
  • Contact
  • Contract
  • Lead
  • Opportunity
  • Order
  • Task
  • User
  • All Custom objects (except for objects related to the signing process)


Once we have chosen the Salesforce Object and the record we can move on to the next step:

Document selection:

 

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At this stage we can select the documents to sign. These documents can have 3 different origins:

  • From Local (documents uploaded from local that will be related to the previously selected record).
  • From Salesforce (existing documents in Salesforce related to the previously selected record)
  • From Template (the use of existing templates in Signaturit)


The selection of the documents can be a mix of different origins. When we have at least one document selected (they will be displayed in the selection panel and can be deleted) we can move to the next step. The maximum number of documents to select is 15.

We can also go back to the record selection (previous stage) but if we modify our selected record we will lose the selection of documents we have made.

 

Signers:
 
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At this stage we can select the signatories. These signatories can have 2 different origins:
  • Salesforce records (Person Account, Contact, Lead, User).
  • External (the Name and email of the signers will be indicated).
For each of the signers we will be able to indicate their type:
  • Signer
  • Validator
The selection of the signers can be a mix of different origins and different types. When we have at least one signer of signer type selected (they will be displayed in the selection panel and can be deleted) we can move to the next step.
 
The maximum number of signers to select is 40.
 
Document edition
 
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Here you will indicate the signature widgets of the selected documents for the signers you have chosen. You can specify as many signature boxes as you wish as long as there is at least one signature box for each signer in each document. 

To add a signature widget first select the document in the left column and the signer in the right column. Then drag the signature widget from the right column onto the document and place it on the desired page and location. The signature box can be moved and resized as desired. 

 
Request configuration
 
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In this section you will configure the signature request. This configuration will be preloaded with the base configuration defined by the Signaturit administrator.

It will be necessary to indicate at least the Name, which will be used for the name of the Salesforce record of the signature request and the Subject of the email that the signers will receive.

We can also indicate the body of the message in the rich text enabled for this purpose and modify the settings for the signature process we are sending:

 
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Overview and confirmation
 
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At this stage we will see the summary of the selection we have made before confirming the sending of the signature process. The moment we click on the confirmation button the signature process will be sent to Signaturit and it will be registered in Salesforce.


Sending from related list:

All users with permission to access the Signaturit application will be able to access the signing process from the related list as long as the administrator has arranged the component in the corresponding Object. 

The first thing to do is to access the record from which we want to start the signing process.

 
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Once inside we click on the New Signature Request button which will take us directly to the assistant to the Document selection step. The creation process is exactly the same as when starting from the assistant with the difference that no modification of the selected record will be allowed.


REQUEST MANAGEMENT

After sending the request, the signatories will receive the corresponding e-mails for signing the documents.

In the record from which the signature process was started, we can see the list of the signature processes that have been started, their creation date and their progress. We will be able to access the signature process to obtain more details.

 

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Likewise, if file storage has been activated in Salesforce (both signed documents and Audit Trail documents), once the signing process has been successfully completed, they can be accessed from the record that started the process and from the record of the signing process.

 

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